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SIGMA INVESTMENT COUNSELORS INC: IBDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIGMA INVESTMENT COUNSELORS INC on IBDX, newest first. How the timeline and the estimate are built.

SIGMA INVESTMENT COUNSELORS INC held 1,585,690 IBDX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,585,690 shares
    Change vs previous 13F +74,050 shares

    1.95% of the 13F portfolio, value $39,943,532.

    13F-HR 0001085163-26-000003 filed by SIGMA INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,511,640 shares
    Change vs previous 13F +65,075 shares

    2.02% of the 13F portfolio, value $38,199,148.

    13F-HR 0001085163-26-000002 filed by SIGMA INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,446,565 shares
    Change vs previous 13F +66,438 shares

    1.88% of the 13F portfolio, value $36,930,806.

    13F-HR 0001085163-26-000001 filed by SIGMA INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,380,127 shares
    Change vs previous 13F +64,049 shares

    1.83% of the 13F portfolio, value $35,358,859.

    13F-HR 0001085163-25-000002 filed by SIGMA INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,316,078 shares
    Change vs previous 13F +41,169 shares

    1.83% of the 13F portfolio, value $33,277,031.

    13F-HR 0001085146-25-004267 filed by SIGMA INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,274,909 shares
    Change vs previous 13F +88,937 shares

    1.95% of the 13F portfolio, value $31,859,982.

    13F-HR 0001085146-25-002459 filed by SIGMA INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,185,972 shares
    Change vs previous 13F +109,723 shares

    1.71% of the 13F portfolio, value $29,151,192.

    13F-HR 0001085146-25-000734 filed by SIGMA INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,076,249 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $27,670,356.

    13F-HR 0001085146-24-005088 filed by SIGMA INVESTMENT COUNSELORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).